Document Pick-Up

Service Description

Thank you for choosing my services. I'm excited to be able to work with you and I would love to know how you heard about my company. Any appointments scheduled here are arranged to be a document pickup - which means that my assistant Dee will stop by to collect your tax files. If you would like a 2024 tax organizer which is an extensive questionnaire / list of items needed for me to prepare your taxes, please see the Checklist page here on my website. Also, when making the appointment, please provide your address or preferred place of meeting in the notes. Thank you very much!